Crystal electricity in 2011 to expand the production of 30% should be against Han factory

Recently crystal electric responsible person pointed out that the crystal 2011 expansion rate will reach 3, of which South photoelectric, EPISTAR and Lite (2301) cooperation in Changzhou factory and Taiwan factory are crystal electric expansion range. Guangjia contains the crystal electric group (8199), Taigu (3339) also have the expansion plan to a certain extent, high brightness blue as the main direction of expansion. The industry believes that the move is in response to the threat of the South Korean factory.

Crystal electric and TOYOTA joint venture subsidiary will be launched in 2011 Q2,, and LED in the lighting and TV backlight penetration continues to rise. At present, there are about 250 MOCVD crystal containing red light, in 2011 will increase at least 35 MOCVD, expand the production of the machine from the past to jump to the size of 4 inches in 2011, crystal MOCVD will reach more than 285 units.

In South Asia photoelectric crystal electric 4, and the same as the largest shareholder of Formosa photoelectric south, South photoelectric Taipei woods new plant is being installed into the machine, set up a factory in South Asia, this year MOCVD was 11 units in 2011 will increase to 20 units, the main application of LED products upstream and downstream of the epitaxial part is arranged. For high power package factory Weitian technology.

Guangjia 2010 machine a total of 60 units, is expected to 2011 will increase to 80 level; while Q3 is part of MOCVD leads to the shortage of material machine stopped, but EPISTAR and Guangjia to become other customers suppliers in second ways of cooperation to grab one, Guangjia expansion rate is also in 2011 more than 3.

Taigu is planning the expansion of five plant capacity, MOCVD machine is expected from 2010 43 increase to 58-60 in 2011, the new plant is expected in 2011 Q1 can be completed, Q2 to Q3 can be into the machine equipment, Taigu is now speeding up the order of machinery and equipment, production and shipment time to observe the market demand for LED.